Appleton Partners Inc Portfolio Holdings
Appleton Partners Inc
- $1.52 Billion
- Q4 2025
Appleton Partners Inc has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.52 Billion distributed in 263 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.9M, Microsoft Corp with a value of $56.8M, Goldman Sachs ETF Tr Activebet with a value of $56M, Schwab Strategic Tr Us Large C with a value of $49.7M, and Alphabet Inc. with a value of $43.4M.
Examining the 13F form we can see an increase of $28M in the current position value, from $1.49B to 1.52B.
Below you can find more details about Appleton Partners Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.52 Billion
ETFs: $440 Million
Technology: $314 Million
Financial Services: $189 Million
Communication Services: $120 Million
Consumer Cyclical: $103 Million
Healthcare: $97.7 Million
Industrials: $87.2 Million
Consumer Defensive: $49.9 Million
Other: $59.9 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 263
- Current Value $1.52 Billion
- Prior Value $1.49 Billion
- Filing
- Period Q4 2025
- Filing Date January 09, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 14 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks